What the Inflation Act Means For You? The Inflation Reduction Act was signed into law on Tuesday, August 16. While the $430 billion package includes many provisions, this article highlights…
Deena WatsonAugust 30, 2022
DESIGNING YOUR FISCAL HOUSE TO WEATHER THE ELEMENTS Building a strong, sustainable retirement income portfolio is a lot like building a weather-resistant home. The overall strength of the house is…
Deena WatsonJanuary 27, 2022
TAX STRATEGIES FOR RETIREMENT: BUCKETS CREATE TAX CHOICES Federal Appeals Court Judge Billings Learned Hand was a judge and judicial philosopher who aptly proclaimed, "There are two systems of taxation…
Deena WatsonJanuary 27, 2022
6 STEPS TO DETERMINE YOUR RETIREMENT READINESS Much of the confusion of retirement planning has to do with folks not understanding that it's more than simply saving. Good planning involves…
Deena WatsonMarch 15, 2022
TAKE THE CHECKLIST CHALLENGE If something’s worth doing, it’s worth doing right. We believe there’s a particular time of life this phrase couldn’t be more appropriate – retirement! But how…
Deena WatsonJanuary 27, 2022
TOP FINANCIAL FEARS THAT AFFECT WOMEN Financial fears can paralyze anyone from making a decision about money, but for many women, money matters are particularly terrifying. In fact, according to…
Deena WatsonJanuary 27, 2022
THE PROS AND CONS OF EARLY RETIREMENT PLAN ROLLOVERS To start, some basics. Distributions from 401(k) plans and most other employer-sponsored retirement plans are taxed as ordinary income, and if…
Deena WatsonDecember 10, 2021
THE VALUE OF AN OBJECTIVE OPINION Have you ever lost sleep over your finances? If so, you aren’t alone. With market volatility, an uncertain economy, life challenges, and just day-to-day…
Deena WatsonJanuary 27, 2022
STRATEGIES TO OPTIMIZE YOUR SOCIAL SECURITY BENEFITS Social Security benefits are an important piece of your retirement puzzle, and deciding when to start taking Social Security payments depends on a…
Deena WatsonJanuary 27, 2022
